RSM US LLP, a leading assurance, tax, and consulting firm serving the middle market, has announced a $1 billion investment over the next three years to supercharge its artificial intelligence (AI) strategy. The initiative marks a pivotal shift from experimentation to execution, with the firm embedding agentic AI—intelligent systems capable of autonomous, human-like task execution—across its operations and client services.
The investment aligns with RSM’s broader digital transformation roadmap, aimed at delivering faster, smarter, and more personalized solutions. This infusion of capital will enable the firm to optimize internal workflows, expand client-centric innovations, and empower its workforce with cutting-edge AI tools.
“AI continues to be a strategic imperative for RSM, and our significant investment enables us to move decisively from exploration to execution, driving real outcomes for our people and our clients through responsible, business-led solutions,” said Brian Becker, Managing Partner & CEO of RSM US LLP.
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The announcement coincides with RSM’s forthcoming transatlantic merger, set to unite operations across the U.S., UK, Canada, Ireland, India, and El Salvador, creating a 23,000-strong workforce with $5 billion in combined annual revenue. Together, these developments reinforce RSM’s position as a global AI innovator and trusted partner for middle market organizations.
As part of the initiative, RSM will roll out industry-specific AI frameworks, integrate AI tools into assurance, tax, and consulting workflows, and advance client engagement with agentic AI across the full lifecycle. Professionals will be equipped with AI-powered capabilities that amplify productivity and foster deeper insights.
“RSM is leading the charge in digital transformation, and agentic AI is central to our strategy,” noted Sergio de la Fe, Enterprise Digital Leader and Partner. “Our $1 billion investment is fueling groundbreaking innovation to empower our talent and clients to achieve unprecedented performance.”
The strategy builds on existing successes such as:
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myRSM Tax, which uses AI to automate tax document processing;
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RSM Luca, an AI-driven audit ecosystem enhancing risk identification;
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RSM Atlas, which streamlines compliance tasks with AI and machine learning;
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and DASH, a ServiceNow-based tool that accelerates client issue resolution.
RSM’s AI Center of Excellence anchors this strategy, overseeing solution development, governance, and enterprise-wide enablement. The firm’s annual innovation summit, Next Wave, resumes later this month with a focus on “The Next Wave of Service: Intelligent, Intuitive, AI-enabled,” promoting AI adoption across teams.
Case studies already show real-world AI impact, from enhancing city services in Kelowna and Ontario to helping Tyler Technologies improve data analytics and anomaly detection. Strategic partnerships with Microsoft, Additive, and Blue J are accelerating this momentum, enabling scalable, secure, and effective AI solutions tailored to client needs.
Through this ambitious investment, RSM is not only redefining its service delivery model but also helping middle market businesses unlock the transformative potential of AI.
